Video help
In this video:
- Sorting report sections
- Sorting Directors' report
- Sorting Balance sheet
- Sorting notes
- Sorting table rows
- Sorting table columns
Jump to a specific point in the video with the chapters button in the video.
Change contents page styles
To change the default styles of the contents page or notes contents page:
- Click Sections > Sections setup
- Click the edit icon in the Contents or Notes to the financial statements row (if Yes - with contents page has been selected)
- Set Tab leader to None or select a style
- Set Spacing to Single, 1.5 lines or Double
- Set Include notes in contents page to Yes or No
- Set Contents case to Default, Lowercase, Sentence case, Proper case, Uppercase or Capitalise first character
Note: If Insert page numbers in Styles is set to No, then Tab leader for both the contents and notes contents pages will be hidden.
Rename a section
- Click Sections > Sections setup
- Click the edit icon for the section to be renamed
- Type or select a new name
- Click Close
The Customised option allows the statement name to be customised. When this option is selected, the desired statement name can be entered.
Sort sections
- Any section can be sorted, in any order, by dragging and dropping a section name to a new position
- If sorting is disabled, the user right for report sections is required
- Only Administrators or Managers can assign the required user right in User management
Page numbers
- If page numbers are turned on, they will show in every page footer after the Cover
- If the system Cover is turned off and a cover is imported as a custom section, the same rule applies
- Ensure the system Cover is sorted after the custom section Cover, otherwise a page number will print on the custom section Cover page
Import a Word document - Custom sections
To import a Word document as a custom section:
- Click Sections > Sections setup
- Click Import
- Type a Section name
- Set the position for the section
- Set the header
- Select the required file
- Click OK
Notes:
- PDF files cannot be imported
- The maximum file size of a custom section is 5 MB
- If the custom section contains images and exceeds this file size, consider using a compressed image format such as JPG
- The Word document section will be compiled as part of the report output
- If the Import button is disabled, the user right for report sections is required
- Only Administrators or Managers can assign the required user right in User management
Possible issues with uploading custom sections:
- The only valid file type that can be uploaded is a Word document
- The file exceeds 5 MB in size (See note above)
- The filename is greater than 100 characters in length. Change the filename so it is less than 100 characters in length
- The Word document contains table of contents markers which will impact the contents page within the report. See Contents and General information for further detail on TOC markers
- The Word document is password protected
- The filename being uploaded is already in use for another custom section
Changes made to imported files
1) Margins:
2) Any 'section breaks' will be replaced with 'page breaks'
3) Any 'TOC' or 'TC' markers will be deleted
Custom section headers
- Use document header - The header in the uploaded Word document will be used
- Replace with report header - The report header will be added to the Word document
Delete a custom section
- Click Sections > Sections setup
- Click the delete icon shown against the section to delete
Replace a custom section and custom section headers
To replace a custom section:
- Click Sections > Sections setup
- Click the edit icon for the section to be replaced
- Select the document to replace the existing custom section
- Click OK
To change a custom section header:
- Click Sections > Sections setup
- Click the edit icon for the section header to be changed
- Select the header
- Click OK
- If the custom section header only is being changed, a new copy of the document does not need to be uploaded
Download a custom section
To download an imported custom section as a Word document:
- Click Outputs
- Click User imported - Custom section
Create a New section
New sections can be created in the report. When a new section is created, it will appear under Sections as its own separate tab alongside the other sections of the report.
To create a new section with notes:
- Click Sections > Sections setup
- Click New
- Enter a section name. This name will appear as a separate tab under Sections
- Click OK
- If required, drag and drop the new section to the correct sort order
To create a new section without notes:
- Click Sections > Sections setup
- Click New
- Enter a section name. This name will appear as a separate tab under Sections
- Click Section without notes
Sections available
If a section is available for the selected country and basis of preparation, it can be turned on or off by setting Print section to 'Yes' or 'No'.
Section name | Print section | Notes |
Appendix 4 |
'Yes' 'No' |
|
Cover |
'Yes' 'No' |
|
Corporate directory |
'Yes' 'No' |
|
Strategic report |
'Yes' 'No' |
|
Directors' report |
'Yes' 'No' |
|
Directors' remuneration report |
'Yes' 'No' |
|
Directors' responsibilities statement |
'Yes' 'No' |
|
Auditor's independence declaration |
'Yes' 'No' |
|
Contents |
'Yes' 'No' |
|
Statement of profit or loss and other comprehensive income |
'Yes - Together' 'Yes - Separate' 'Yes - With retained earnings' 'No' |
|
Statement of financial position |
'Yes - Current / Non-current' 'Yes - Non-current / Current' 'Yes - Liquidity' 'Yes - Format 1 - IFRS terminology' 'Yes - Format 1 - GAAP terminology' 'No' |
|
Statement of changes in equity |
'Yes - By Class' 'Yes - By Total' 'No' |
|
Statement of cash flows |
'Yes - Direct Method - Manual' 'Yes - Direct Method - Linked' 'Yes - Indirect Method - Manual' 'Yes - Indirect Method - Linked' 'No' |
|
Notes to the financial statements |
'Yes' 'Yes - With contents page' 'No' |
|
Directors' declaration |
'Yes' 'No' |
|
Independent auditor's report |
'Yes' 'No' |
|
Shareholder information |
'Yes' 'No' |